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Dynasty Wealth Management’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Dynasty Wealth Management’s Portfolio SCZ Stock Details SCZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-5,178
Closed -$322K – 87
2018
Q3 		$322K Buy
5,178
+240
+5% +$15K 0.41% 66
2018
Q2 		$310K Buy
4,938
+421
+9% +$27.6K 0.64% 43
2018
Q1 		$294K Buy
4,517
+197
+5% +$13K 0.12% 44
2017
Q4 		$279K Buy
+4,320
New +$272K 0.48% 67

Other funds holding SCZ

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dynasty Wealth Management's SCZ Position: Q4 2018 in Review

Dynasty Wealth Management sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q4 2018, closing a stake of 5,178 shares — an estimated $322K sold.

Dynasty Wealth Management first reported a position in SCZ in Q4 2017 and held it in 4 quarters. The position peaked at $322K in Q3 2018. 540 funds tracked by Wall St. Rank hold SCZ as of Q4 2018.

  • Dynasty Wealth Management reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q4 2018 after selling out during the quarter.
  • Dynasty Wealth Management sold 5,178 iShares MSCI EAFE Small-Cap ETF shares in Q4 2018, an estimated $322K.
  • Dynasty Wealth Management first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2017 and held it in 4 quarters.
  • Dynasty Wealth Management's iShares MSCI EAFE Small-Cap ETF position peaked at $322K in Q3 2018.
  • 540 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q4 2018.

Based on Dynasty Wealth Management's 13F filing for Q4 2018, filed 12 Feb 2019.